Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,325 | $167,415-28.1% | $140,514-14.4% | $198,609-39.4% |
| Participation rate | 92.9% | 80.9%+12.0pp | 77.8%+15.1pp | 82.4%+10.5pp |
| Annual return | 8.25% | 13.85%-5.6pp | 14.36%-6.1pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,969 | $4,088-51.8% | $3,378-41.7% | $5,055-61.1% |
| Participant deferral / active EE | $3,238 | $5,579-42.0% | $4,919-34.2% | $6,977-53.6% |
| Admin fee / account holder | $846 | $16,730-94.9% | $13,697-93.8% | $19,030-95.6% |